SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 749 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $167,552 | +235888.7% | 2,091 | +116.2% | 0.10% | +131.8% |
| Q1 2024 | $71 | +57.8% | 967 | +41.2% | 0.04% | +46.7% |
| Q4 2023 | $45 | +18.4% | 685 | +6.0% | 0.03% | +11.1% |
| Q3 2023 | $38 | +8.6% | 646 | +11.6% | 0.03% | +107.7% |
| Q2 2023 | $35 | +3400.0% | 579 | +4725.0% | 0.01% | – |
| Q1 2023 | $1 | -100.0% | 12 | -61.3% | 0.00% | -100.0% |
| Q4 2021 | $2,000 | – | 31 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 1,674,042 | $70,159,000 | 22.48% |
| RESTON WEALTH MANAGEMENT LLC | 454,566 | $19,051,000 | 15.23% |
| Provident Wealth Management, LLC | 371,728 | $15,579,000 | 13.89% |
| Ford Financial Group, LLC | 574,242 | $24,066,000 | 13.86% |
| Measured Wealth Private Client Group, LLC | 483,708 | $20,272,000 | 13.52% |
| TRUEFG, LLC | 415,316 | $17,406,000 | 13.20% |
| NICOLET ADVISORY SERVICES, LLC | 1,787,280 | $74,905,000 | 11.77% |
| Focused Wealth Management, Inc | 1,060,935 | $44,464,000 | 10.50% |
| INSPIRION WEALTH ADVISORS, LLC | 638,795 | $26,772,000 | 9.04% |
| AlphaStar Capital Management, LLC | 982,194 | $41,164,000 | 8.93% |